We are live on ! Find out more
MRNA icon

Moderna
MRNA

1,140 hedge funds and large institutions have $93.5B invested in Moderna in 2021 Q3 according to their latest regulatory filings, with 322 funds opening new positions, 395 increasing their positions, 325 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more first-time investments, than exits

New positions opened: 322 | Existing positions closed: 74

74% more capital invested

Capital invested by funds: $53.9B → $93.5B (+$39.7B)

26% more funds holding

Funds holding: 903 → 1,140 (+237)

22% more funds holding in top 10

Funds holding in top 10: 32 → 39 (+7)

22% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 325

3.19% more ownership

Funds ownership: 57.08% → 60.27% (+3.2%)

13% less call options, than puts

Call options by funds: $8.43B | Put options by funds: $9.72B

Holders
1,140
Holders Change
+237
Holders Change %
+26.25%
% of All Funds
19.96%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.68%
New
322
Increased
395
Reduced
325
Closed
74
Calls
$8.43B
Puts
$9.72B
Net Calls
-$1.3B
Net Calls Change
-$577M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.76B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.58B
3
State Street
State Street
Massachusetts
+$2.45B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$887M
5
Northern Trust
Northern Trust
Illinois
+$557M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$1.35B
2
FP
Flagship Pioneering
Massachusetts
-$1.11B
3
TP
Theleme Partners
United Kingdom
-$780M
4
Morgan Stanley
Morgan Stanley
New York
-$649M
5
Renaissance Technologies
Renaissance Technologies
New York
-$438M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
876
Oxler Private Wealth
New York
$267K +$256K +695 New
Financial Engines Advisors
877
Financial Engines Advisors
California
$267K +$257K +696 New
CPO
878
Cerity Partners OCIO
New York
$266K +$254K +690 New
MWM
879
Mission Wealth Management
California
$266K +$255K +692 New
IC
880
Intersect Capital
California
$264K +$253K +687 New
LFAS
881
Level Four Advisory Services
Texas
$262K -$375K -1,018 -60%
CA
882
Crewe Advisors
Utah
$260K – – –
First Manhattan
883
First Manhattan
New York
$259K – – –
BFWA
884
Benchmark Financial Wealth Advisors
Florida
$259K +$248K +672 New
RFC
885
Regions Financial Corp
Alabama
$259K +$249K +674 New
1IA
886
1834 Investment Advisors
Wisconsin
$258K -$1.94M -5,249 -89%
HIMC
887
Heritage Investors Management Corp
Maryland
$258K +$247K +670 New
TCM
888
Traynor Capital Management
Pennsylvania
$258K +$247K +671 New
VA
889
Valmark Advisers
Ohio
$256K +$246K +666 New
CL
890
Choreo LLC
Illinois
$254K +$243K +660 New
DTL
891
Dynamic Technology Lab
Singapore
$253K +$242K +657 New
AOG
892
Alpha Omega Group
Virginia
$252K +$241K +654 New
MOS
893
MGO One Seven
Ohio
$250K -$120K -326 -31%
BFM
894
Boston Financial Management
Massachusetts
$250K +$240K +650 New
KMWM
895
Keudell/Morrison Wealth Management
Oregon
$250K +$240K +650 New
MCG
896
McCollum Christoferson Group
New York
$250K +$240K +650 New
IA
897
IAM Advisory
Pennsylvania
$250K +$303K +821 New
EH
898
Equitable Holdings
New York
$249K -$198K -537 -45%
FMW
899
Farr Miller & Washington
District of Columbia
$249K +$238K +646 New
SIS
900
Sound Income Strategies
Florida
$248K +$108K +292 +83%
34 35
36
37 38

MRNA Hedge Fund Activity: Q3 2021 in Review

1,140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Moderna (MRNA) for Q3 2021, worth a combined $93.5B — up 74% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 322 funds opened new MRNA positions and 74 closed out — a net gain of 248 holders — while 395 added to existing stakes and 325 trimmed.

The largest buyer was BlackRock, adding an estimated $2.76B. The largest seller was Baillie Gifford & Co, cutting an estimated $1.35B.

  • 1,140 institutional investors held Moderna (MRNA) as of Q3 2021, up from 903 in Q2 2021.
  • Funds reported $93.5B of Moderna stock for Q3 2021, up 74% quarter-over-quarter.
  • 322 funds opened new Moderna positions in Q3 2021 and 74 closed out, a net change of +248 holders.
  • The largest Moderna buyer in Q3 2021 was BlackRock, an estimated $2.76B added.
  • The largest Moderna seller in Q3 2021 was Baillie Gifford & Co, an estimated $1.35B sold.

Based on aggregated 13F filings for Q3 2021.